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Procter & Gamble
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Overview Fund Activity

1,891 hedge funds and large institutions have $127B invested in Procter & Gamble in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 786 increasing their positions, 805 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,891
Holders Change
-6
Holders Change %
-0.32%
% of All Funds
51%
Holding in Top 10
272
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-10.23%
% of All Funds
7.34%
New
78
Increased
786
Reduced
805
Closed
67
Calls
$1.25B
Puts
$1.58B
Net Calls
-$338M
Net Calls Change
+$138M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$445M
2
Lazard Asset Management
Lazard Asset Management
New York
+$253M
3
GTP
Global Thematic Partners
New York
+$165M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$151M
5
Capital World Investors
Capital World Investors
California
+$128M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$565M
2
State Street
State Street
Massachusetts
-$508M
3
Goldman Sachs
Goldman Sachs
New York
-$241M
4
MC
Montag & Caldwell
Georgia
-$225M
5
Ameriprise
Ameriprise
Minnesota
-$212M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1001
Osterweis Capital Management
California
$2.92M -$111K -1,414 -4%
BST
1002
Bath Savings Trust
Maine
$2.92M -$213K -2,722 -7%
VFA
1003
Voya Financial Advisors
Connecticut
$2.91M -$226K -2,881 -7%
UR
1004
USCA RIA
Texas
$2.91M -$101K -1,286 -3%
KFA
1005
Kelleher Financial Advisors
New York
$2.89M +$184K +2,350 +7%
IC
1006
InterOcean Capital
Illinois
$2.88M +$769K +9,825 +36%
MPAM
1007
Murphy Pohlad Asset Management
Minnesota
$2.87M +$9.78K +125 +0.3%
GAM
1008
Garrison Asset Management
Arkansas
$2.86M -$5.24K -67 -0.2%
SWM
1009
Segment Wealth Management
Texas
$2.84M +$3.68K +47 +0.1%
DLCIG
1010
D.L. Carlson Investment Group
New Hampshire
$2.82M -$133K -1,705 -5%
WCM
1011
Westend Capital Management
California
$2.82M +$80.2K +995 +3%
CBOR
1012
Community Bank of Raymore
Missouri
$2.81M -$48.5K -620 -2%
SHA
1013
Smith Hayes Advisers
Nebraska
$2.81M -$8.37K -107 -0.3%
HC
1014
HHG & Company
Connecticut
$2.8M -$1.83M -23,394 -39%
RIG
1015
Roosevelt Investment Group
New York
$2.8M -$53.8K -688 -2%
PCM
1016
Palouse Capital Management
Washington
$2.8M +$162K +2,070 +6%
FPFS
1017
First Personal Financial Services
North Carolina
$2.79M +$151K +1,933 +6%
GIM
1018
Guardian Investment Management
California
$2.79M -$79.7K -1,000 -3%
SAM
1019
Smithbridge Asset Management
Pennsylvania
$2.76M +$40.7K +520 +1%
KIG
1020
Kovitz Investment Group
Illinois
$2.76M +$30.8K +393 +1%
SIC
1021
Sigma Investment Counselors
Michigan
$2.76M -$6.96K -89 -0.3%
NCMW
1022
Northern Capital Management (Wisconsin)
Wisconsin
$2.75M +$2.01M +25,665 +270%
HIC
1023
Hartline Investment Corp
Illinois
$2.75M – – –
P
1024
Pitcairn
Pennsylvania
$2.75M -$167K -2,129 -6%
ITIM
1025
Indiana Trust & Investment Management
Indiana
$2.75M -$7.83K -100 -0.3%
39 40
41
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